See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,675 | $165,335-43.9% | $149,696-38.1% | $158,922-41.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.01% | 348.15%-342.1pp | 276.60%-270.6pp | 302.83%-296.8pp |
| Employer contribution / active EE | $3,858 | $5,103-24.4% | $4,644-16.9% | $4,761-19.0% |
| Participant deferral / active EE | $2,481 | $7,181-65.5% | $6,842-63.7% | $5,982-58.5% |
| Admin fee / account holder | $1,042 | $10,807-90.4% | $9,309-88.8% | $11,246-90.7% |